Moller Wealth Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Moller Wealth Partners’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$456K	Hold
2025 Q2	$423K	Sell
2025 Q1	$644K	Buy
2024 Q4	$234K	Hold
2024 Q3	$229K	Hold
2024 Q2	$217K	Buy